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Automatic Workflows for Sub Tasks
I am working on updating our engineering change request (ECR) process and we are moving the tracking of this process to Smartsheet. Each ECR needs a variety of things from a few different departments to be complete. Right now the process starts with a form that anyone can submit. New ECRs are reviewed by a Change Board and…
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Sheet Summary Report with Dropdown
I'm creating a sheet summary report to use for a dashboard and have my source data broken out by phases. I'd like to be able to group the report data by phase, so I tried adding a single selection dropdown to the sheet summary. However, it's returning blank in the report. The source data is a project management / Gantt…
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Active & Inactive Project Rows
Is there a way to make certain project rows active or inactive, so the date or % complete doesn't get calculated into the parent row? I've found a ways to use formulas to achieve this, but was curious if there's a more simple way to do this. I realize you can just delete the row if it's no longer needed. However there…
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Filter to show only dates from this week???
I'm making a project schedule for our construction company. I would like to be able to have a filter that only shows "Start Date" that is equal to this week or this month. Is that possible?
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How do I get formulas from a sheet pointing to a template to work when the template is saved as new?
I've got a template built for a repeating project format and I want to be able to roll up key fields from all of the projects into some combined sheets. The formulas work when populating the original project sheet but when I save as a new sheet, the link breaks. This is only a problem in breaking the links going from the…
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Overall Average Percent Compete
Hi All, I have looked around on multiple forms and haven't been able to find a solution for why my formula isn't working.I am trying to determine the formula for the total project % complete of the children rows. For the Project Initiation rows I have the formula =ROUND(IF(COUNTIF(CHILDREN(), 1) / COUNT(CHILDREN()) > 0,…
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Creating a Milestone Sheet (referencing project plan)
Hi All, I have created a project plan in Smartsheets and am tracking milestones using tags How do I create a separate sheet which only shows me milestones, its start/finish (i.e start=earliest start date with a particular tag, and end=latest end date with a particular tag), its % completion (based on the milestone tag) and…
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Template question
Hello. Is there a template or template set for change management within Smartsheet that currently exists? Thank you!
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Use Predecessors for a Shared Start Date and Extended End Date
I am working on a marketing project plan template, and some of our campaigns spend multiple days in market. Tracking the performance of these projects happens for the duration of the project plus the duration of an attribution window. Example: An email campaign launches on 4/1 and runs through 4/7, and any email leads…